Upcoming Tax Presentations
1/25/23: AKM Partners Warren M. Bergstein, CPA, AEP© and Jack E. Gold, CPA presented on tax planning strategies for the Small Business Development Corporation. Check out their presentation.
12/8/22: AKM Partner Warren M. Bergstein CPA, AEP©, LA, LB, presented his 2022/2023 Federal Tax Update for Individuals and Small Business Owners the New York Chapter of the Institute of Management Accountants. Check out his presentation.
11/23/22: Curious about the generation skipping transfer tax and how it might affect your tax and estate planning? AKM tax manager and fiduciary specialist Michael Grossman discussed GST and other issues with author Frazer Rice on the WealthActually podcast.
11/21/22: AKM Partner Warren M. Bergstein CPA, AEP©, LA, LB, spoke on income tax planning for financial planners. Check out his presentation.
6/25/2014: New York Society of Independent Accountants – Mid-Year Tax Planning: Strategies for 2014 and Beyond.
8/21/2014: Independent Association of Accountants, The Net Investment Income Tax: Update and Strategies and Independent Contractors: Review of the Regulations and Steps to Take to Avoid Worker Misclassifications and Penalties.
10/24/2014: Lorman Educational Seminar, New York City – IRS Form 1099 reporting: What You Need to Know.
10/29/2014: Lorman Educational Seminar, White Plains, NY – IRS Form 1099 Reporting: What You Need to Know.
11/13/2014 Institute of Management Associates, New York Chapter – Annual Tax Update: Planning and Strategies for 2014 and Beyond.
12/5/2014: Lorman Educational Seminar, Melville, Long Island – IRS Form 1099 reporting: What You Need to Know.
12/10/2014: Lorman Educational Seminar – IRS Forms Workshop
12/12/2014: Lorman Educational Seminar, Garden City, Long Island – IRS Form 1099 reporting: What You Need to Know.
12/16/2014: NYSSCAA – FAE – Annual Tax Update for Personal Financial Planning Committee
1/8/2015: LIU Annual Seminar – Federal and State strategies fir Tax Planning for Individuals (including same-sex marriage rulings), Small Business (including Affordable Care Act and Tangible Property rulings); Other current developments in taxation.
Past Tax Presentations
1/21/2014: Independent Association of Accountants, Long Island Chapter, Plainview, NY – Tax Update for Individuals and Small Businesses.
1/9/2014: LIU/IRS Annual Seminar – Federal and State Strategies for Tax Planning for Individuals (including same-sex marriage rulings), Small Business (including Affordable Care Act and Tangible Property rulings); Other current developments in taxation.
12/6/2013: Lorman Educational Seminar, Plainview, NY – IRS Form 1099 reporting- What You Need to Know.
11/13/2013: Institute of Management Accountants – 2013 Federal and State Tax Update for Individuals and Small Businesses
10/16/2013: Lorman Educational Seminar, New York City – IRS Form 1099 reporting: What You Need to Know.
9/19/2013: Society for Independent Accountants, Westchester Chapter – 2013 Tax Update
9/3/2013: Independent Association of Accountants, Brooklyn Chapter – Post Mortem Estate Planning